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Pathfinder Services Retirement Plan

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.
The table shows all the available investment options in the plan.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
American Century Income and Growth Fund Institutional ClassAMGIXFU.S. Large Cap15fund risk0.47%
BlackRock S&P 500 Index Fund Class K ShareWFSPXCU.S. Large Cap15fund risk0.16%
Vanguard Balanced Index Fund Admiral SharesVBIAXBU.S. All Cap9fund risk0.09%
U.S. Equities - Growth     
Columbia Acorn Fund Class Y SharesCRBYXF++U.S. Mid Cap - Growth19fund risk0.7%
T. Rowe Price Institutional Large Cap Core Growth FundTPLGXCU.S. Large Cap - Growth21fund risk0.6%
BlackRock Small Cap Growth Equity Portfolio Institutional SharesPSGIXB--U.S. Small Cap - Growth21fund risk0.82%
U.S. Equities - Value     
Perkins Small Cap Value Fund Class NJDSNXA--U.S. Small Cap - Value14fund risk0.58%
Artisan Mid Cap Value Fund Institutional ClassAPHQXDU.S. All Cap - Value15fund risk0.98%
Global & Intl. Equity     
American Funds EuroPacific Growth Fund Class R-6RERGXCInternational Large Cap - Growth14fund risk0.49%
T. Rowe Price Institutional Emerging Markets Equity FundIEMFXA-Emerging Markets18fund risk1.1%
Bonds     
T. Rowe Price Institutional High Yield FundTRHYXC++Bond - U.S. High Yield4fund risk0.5%
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